Integrations
Last updated
Last updated
Looking to integrate directly with the Hardfin API? Please see the API access documentation.
Hardfin supports integrating with Customer Relationship Management (CRM) software. These integrations allow your organization to load commercial data from your CRM into Hardfin automatically.
Hardfin can automatically pull data from your CRM on an ongoing basis.
You define rules for which data flows from your CRM to Hardfin, including field-level configurations for data integration. Most businesses sync 3 key types of data on a regular basis:
CRM Account or Company → Hardfin Customer
CRM Opportunity or Deal → Hardfin Project
CRM Product of Line Item → Hardfin Product
Free accounts sync data once per day, while paid accounts sync data more frequently (every 5–60 minutes depending on the plan). Please contact us to enable real-time data sync.
Integrate your CRM with Hardfin from the Integrations section of your organization page.
Choose "Manage CRM" from the CRM section. This will open a window to review your CRM integration options.
If you do not have a CRM connected, you will see the option to Connect HubSpot. If you are on an advanced plan tier and other CRMs have been enabled for your organization, you will see those integration options instead.
Clicking "Connect HubSpot" will open the authentication flow with your chosen CRM. After you have approved your integration, your Hardfin organization will be directly connected to the CRM. You must configure the integration (see below) in order for data to start syncing automatically.
To ensure that all workflows have appropriate access to complete successfully, we recommend you integrate using an administrator account in your CRM.
Looking for other CRMs such as Salesforce or Microsoft Dynamics? Contact support to activate the appropriate integration for your account. Advanced CRM support is included with Hardfin's advanced plan tiers or as an add-on for basic tiers.
